Morgan Wealth Management Group Pty Ltd was founded by Wayne Morgan in December 2002 to provide financial and investment advice to successful individuals with high incomes or high net worth.

The firm has its own Australian Financial Service Licence No. 234555 enabling it to advise and deal in a wide range of investments including deposits, ASX listed securities and managed funds.

Previously, Wayne was a Senior Financial Adviser for 6 years advising company directors, managers, academics, professionals and business owners on investment, superannuation, retirement and estate planning.

The firm has a network of external professionals including accountants, auditors, banking relationship managers, stockbrokers, investment research houses, lawyers specializing in family law, superannuation and estate planning, and actuarial specialists. We work with them to provide clients with innovative solutions to complex financial and personal arrangements. Alternatively, we will work with your present professional advisers to achieve the optimum outcomes for you.